See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,481 | $91,552-52.5% | $133,956-67.5% | $79,858-45.6% |
| Participation rate | 51.7% | 73.3%-21.6pp | 79.8%-28.1pp | 69.6%-17.9pp |
| Annual return | 13.48% | 61.85%-48.4pp | 45.09%-31.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,640 | $2,384-31.2% | $3,919-58.1% | $2,471-33.6% |
| Participant deferral / active EE | $2,623 | $3,733-29.7% | $5,048-48.0% | $3,740-29.9% |
| Admin fee / account holder | $1,622 | $6,321-74.3% | $8,927-81.8% | $5,306-69.4% |